Douglas Beckner is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at The Vanguard Group for nine years. His background also includes experience at Wofford College. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services including estate planning and investment strategies.

Ferdinand Onnen is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves in leadership and board positions with various historical and fraternal organizations, including Vice President and Registrar of The Society of the Cincinnati of Maryland and Secretary on the board of the Tudor Place Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and serves clients through both direct engagements and corporate financial planning agreements.

Eleanor Peters is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2017, with a brief tenure at the U.S. Embassy in Dar es Salaam. Outside of her advisory role, she is involved in property management as a co-owner of a rental property. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm‑approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct individual plans and corporate financial planning agreements.

Molly Bray is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by the Global Investment Committee’s research to guide client plans.

Tracey Gentry is a financial advisor at Morgan Stanley with seven years of industry experience and holds a Series 66 designation. She has been with Morgan Stanley Smith Barney LLC since 2000. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and stochastic modeling to help clients evaluate potential outcomes.

Barton Trenk is a financial advisor with Morgan Stanley in Washington, DC, holding the Series 63 and Series 65 designations and bringing 41 years of industry experience. He previously worked at UBS Financial Services for 23 years before joining Morgan Stanley in 2021. Outside of his advisory role, he is a sole proprietor in real estate property management. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process supported by proprietary tools and offers both retail and institutional investment solutions.

Michael Timothy is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 66 credentials and possessing 25 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2018, with prior experience at the Hovde Group, LLC from 2014 to 2017. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

Joseph Howard is a Series 66 licensed financial advisor with Morgan Stanley in Washington, DC, where he has worked since 2014. He has 11 years of industry experience. Outside of advising, he is a sole proprietor of a real estate business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by advanced modeling tools and a large asset base.

Trevor Nelson is a Certified Financial Planner (CFP®) with 32 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2021, following roles at Bank of America and Merrill. Nelson holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-sponsored plans.

Susika Dimiyawa is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has prior experience at Equity Residential, Astrolytes Cyber Security, and an educational funding company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by a Global Investment Committee.

Gary Thompson is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney since 2009. He is based in Washington, DC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Adam Warshavsky is a financial advisor at Morgan Stanley in Washington, DC, with 30 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Prior to that, he worked at Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning arrangements.

Meagan Riordan is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2016 and at Morgan Stanley Smith Barney LLC since 2014. She serves as a co-trustee for a charity/private foundation. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

John Reim is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Morgan Stanley and its affiliates since 2009. He serves on the advisory board of the Pontifical Faculty of the Immaculate Conception in Washington, DC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

John Lytle is a financial advisor at Morgan Stanley with 41 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, currently serving at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is a finance committee board member at Christ Church Georgetown in Washington, DC. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, using structured planning tools and modeling techniques as part of its advisory process.

Ana Mirandes is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 credential and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Her prior roles include positions at Euraffex and the Democratic National Committee Headquarters. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and planning tools in its approach.

Mingxin Jin is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2017 and 2018, respectively, following two years at Vesta Investment Inc. Outside of his advisory role, Jin is also a solo performer of the guzheng, a traditional Chinese musical instrument. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and market modeling techniques.

Grant Baker is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked since 2006 at firms including Citigroup Global Markets and Morgan Stanley Smith Barney. Baker has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services directly and through Corporate Financial Planning agreements.

Reginald Parker Jr. is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2014 to 2021 before joining Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Bethany Montgomery is a financial advisor at Morgan Stanley in Washington, DC, holding Series 65 and Series 63 licenses with nine years of industry experience. She has been with Morgan Stanley since 2016, following a brief tenure at LPL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by various analytical tools and investment research.